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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,032 | $167,504-37.9% | $151,628-31.4% | $134,509-22.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -8.77% | 7.81%-16.6pp | 3.34%-12.1pp | 418.13%-426.9pp |
| Employer contribution / active EE | $18,167 | $6,828+166.1% | $6,165+194.7% | $4,741+283.2% |
| Participant deferral / active EE | $13,740 | $8,985+52.9% | $8,363+64.3% | $6,400+114.7% |
| Admin fee / account holder | $0 | $13,779-100.0% | $11,613-100.0% | $11,427-100.0% |